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First Quarter 2021 Market Review And Outlook
Tuesday August 10, 2021

Second Quarter 2021: Market Review and Outlook

David Shotwell

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_46.mp3Podcast: Play in new window | DownloadHere is our review of the Second Quarter of 2021. If you have any questions or would like a review of your portfolio and financial plan, contact our advisors by calling or emailing us at 517-321-4832 or info@srbadvisors.com. 2Q 2021 Broad Markets The market has continued to climb through […]

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Markets
Top 5 Investor Concerns For The Second Half Of 2021
Wednesday June 30, 2021

Top 5 Investor Concerns for the Second Half of 2021

David Shotwell

2021 has been a historic year for the economy and stock market. Economic activity is recovering at a once-in-a-lifetime pace as businesses expand and consumers spend. While the recession and recovery have been unusual by historical standards, there are reasons to believe that diversified portfolios can do well, even with the uncertainty of inflation and […]

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Markets
Inflation And Your Portfolio
Thursday June 3, 2021

Inflation and Your Portfolio

David Shotwell

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_37.mp3Podcast: Play in new window | DownloadInflation has dominated the financial headlines over the last few weeks. We’ve seen some of the fastest price increases in decades for some everyday goods and services and commodities. Inflation can impact the financial markets, and we know it has been on the minds of many of our clients. […]

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Portfolio Management
Investment Real Estate
Tuesday June 1, 2021

Investment Real Estate and Rental Properties

David Shotwell

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_36.mp3Podcast: Play in new window | DownloadInvestment Real Estate and Rental Properties – Is it a good idea or not? Join Dave and Nick as they talk about the pros and cons of real estate as an investment strategy. Hear Dave’s opinion on why he decided it wasn’t for him. There’s an adage when it […]

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Investments
American Rescue Plan
Wednesday March 24, 2021

American Rescue Plan

David Shotwell

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_28.mp3Podcast: Play in new window | DownloadLast week, the government passed the American Rescue Plan, which provided the third round of stimulus payments. This also includes enhanced child tax credits and unemployment benefits. These potential payments and tax credits all have qualifications based on income levels and provide some planning opportunities. The bill provided stimulus […]

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Markets
Cybersecurity Webinar Thumb
Monday February 1, 2021

Cyber Security Presentation from Doberman Technologies

David Shotwell

Last week, Ian Richardson from Doberman Technologies presented a webinar for our clients on how to think about personal cybersecurity, and with tips and best practices to stay safe online. You can check out a recording of his presentation below:          

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Insurance
December 2020 Market and Economic Update
Tuesday December 8, 2020

December 2020 Market and Economic Update

David Shotwell

It’s December and 2020 is drawing to a close. How has the 2020 market been doing? It’s been a year of extremes. As I write this, the stock market is making fresh highs, with the S&P 500 stock index up 14.5% for the year, despite a harrowing journey. The economy was thrown into a recession […]

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Financial Planning
Markets
How Well Do You Know Your Financial Advisor
Friday December 4, 2020

How Well Do You Know Your Financial Advisor?

David Shotwell

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_12.mp3Podcast: Play in new window | DownloadDon’t wonder if your financial advisor is trustworthy and on the level. Do some research. Trust but verify. Bernie Madoff was arrested in December 2008 when his sons revealed that his giant asset management firm was a Ponzi scheme. He had stolen an estimated $64 BILLION dollars in client […]

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Financial Planning
Portfolio Management
Individual Stocks
Friday December 4, 2020

Why We Don’t Recommend Individual Stocks

David Shotwell

https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_13.mp3Podcast: Play in new window | DownloadFrequently when we meet people who handle their own investments, they like to talk about individual stocks. I can understand why. Individual stocks have a story that you can wrap your head around, such as Pfizer creating a vaccine for Corona Virus, to borrow from current headlines. Or Tesla […]

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Financial Planning
Investments
Portfolio Management